Long Run Wealth Advisors LLC Reduces Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Long Run Wealth Advisors LLC reduced its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.6% in the 4th quarter, HoldingsChannel.com reports. The firm owned 9,310 shares of the company’s stock after selling 554 shares during the quarter. Long Run Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,026,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the company. Raymond James & Associates raised its position in iShares MSCI KLD 400 Social ETF by 4.6% during the third quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after acquiring an additional 1,488 shares during the period. Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 8.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after purchasing an additional 1,415 shares during the period. Merit Financial Group LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 47.8% in the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after purchasing an additional 1,612 shares during the period. Zhang Financial LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at about $767,000. Finally, Stifel Financial Corp grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after purchasing an additional 1,384 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Up 0.4 %

Shares of DSI opened at $111.83 on Thursday. iShares MSCI KLD 400 Social ETF has a 12-month low of $94.05 and a 12-month high of $115.78. The firm has a 50-day moving average price of $112.73 and a 200 day moving average price of $109.22. The firm has a market capitalization of $4.94 billion, a P/E ratio of 29.01 and a beta of 1.09.

About iShares MSCI KLD 400 Social ETF

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.